Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q2 2024. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI REA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-102- 0.3% |
$2.42K - $2.64K
|
33.5K
$950K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-113- 1.38% |
$2.68K - $2.93K
|
8.07K
$229K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-141- 0.81% |
$3.34K - $3.65K
|
17.3K
$489K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-143- 0.77% |
$3.39K - $3.71K
|
18.3K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-167- 0.24% |
$3.96K - $4.33K
|
68.3K
$1.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-286- 33.18% |
$6.78K - $7.41K
|
576
$16.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-328- 67.21% |
$7.78K - $8.5K
|
160
$4.53K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-330- 2.96% |
$7.82K - $8.55K
|
10.8K
$306K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-394- 36.08% |
$9.34K - $10.2K
|
698
$19.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-395- 8.6% |
$9.37K - $10.2K
|
4.2K
$119K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-557- 0.77% |
$13.2K - $14.4K
|
72K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-575- 5.91% |
$13.6K - $14.9K
|
9.15K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-628- 2.18% |
$14.9K - $16.3K
|
28.2K
$798K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-700- 56.0% |
$16.6K - $18.1K
|
550
$15.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-704- 1.83% |
$16.7K - $18.2K
|
37.8K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-724- 0.7% |
$17.2K - $18.8K
|
102K
$2.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-842- 5.54% |
$20K - $21.8K
|
14.4K
$407K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-875- 15.63% |
$20.7K - $22.7K
|
4.73K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-999- 3.86% |
$23.7K - $25.9K
|
24.9K
$705K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.05K- 6.65% |
$24.8K - $27.2K
|
14.7K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.16K- 8.25% |
$27.5K - $30.1K
|
12.9K
$366K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.23K- 18.52% |
$29K - $31.8K
|
5.39K
$153K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.25K- 0.98% |
$29.7K - $32.5K
|
127K
$3.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.3K- 22.58% |
$30.8K - $33.7K
|
4.46K
$126K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.44K- 7.01% |
$34.2K - $37.4K
|
19.2K
$543K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.76K- 10.41% |
$41.7K - $45.6K
|
15.1K
$429K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 11.67% |
$42.6K - $46.6K
|
13.6K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.86K- 1.17% |
$44.1K - $48.2K
|
157K
$4.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2K- 17.15% |
$47.5K - $51.9K
|
9.67K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.05K- 14.96% |
$48.7K - $53.2K
|
11.7K
$331K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.07K- 19.27% |
$49.2K - $53.7K
|
8.68K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.27K- 10.36% |
$53.9K - $58.9K
|
19.7K
$558K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.64K- 4.65% |
$62.6K - $68.5K
|
54.1K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.68K- 23.88% |
$63.6K - $69.5K
|
8.55K
$242K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.16K- 14.47% |
$74.9K - $81.8K
|
18.7K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.2K- 21.5% |
$75.9K - $83K
|
11.7K
$331K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.42K- 20.55% |
$81K - $88.6K
|
13.2K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.77K- 4.53% |
$89.5K - $97.8K
|
79.6K
$2.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.94K- 26.45% |
$93.4K - $102K
|
11K
$310K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.04K- 17.38% |
$95.7K - $105K
|
19.2K
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-4.23K- 54.59% |
$100K - $110K
|
3.51K
$99.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-4.78K- 32.02% |
$113K - $124K
|
10.2K
$288K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.35K- 17.22% |
$127K - $139K
|
25.7K
$728K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.97K- 4.18% |
$141K - $155K
|
137K
$3.87M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-6.03K- 10.38% |
$143K - $156K
|
52.1K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.36K- 52.78% |
$198K - $217K
|
7.48K
$212K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.04K- 3.22% |
$214K - $234K
|
271K
$7.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-9.57K- 42.63% |
$227K - $248K
|
12.9K
$365K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-9.58K- 4.35% |
$227K - $248K
|
211K
$5.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 16.84% |
$242K - $264K
|
50.3K
$1.43M
|